Signup settings and creating steps

Module Location

To access the module, go to Management > Signups.

Creating an Application

Setting Detailed Information

• Open the given application > Edit.

• In addition to editing the information filled out when creating the application, add:

  • Short description

  • Place

  • Date of the event from – to

  • Tags

  • Capacity and substitute capacity

  • Date for signing from – to – the application can be active and visible to those interested, with information that registration has not yet started

  • Description

  • Internal note

• Check the option The signup is active, if you want it to be immediately visible to those interested.

For the application to be visible to users, the category also needs to be active if the application is assigned to one.

• Tick the option Suspend signing, if you want to prevent users from registering for the application, even if it is active.

Activating or deactivating an signups or starting/pausing registrations can be easily done from the application overview.

• Click Save.

Application Details

Go back to the application detail.

General Info Tab

• Here you can see all the details you set up in the signup.

• In the Attachments block, you can add files to the application for download – click on Edit and select a file.

• In the Image block, you can set an image for the application that will be displayed to applicants.

How to set up step 1 of the signups

• Click on the Steps tab in the application details.

• Step 1 named Login is always predefined with the Email, First Name and Last Name fields. However, you can edit and add to it as you wish - click on Edit Step

  • Fill in Name, Icon, Description - this information is visible to interested parties in the step

    

    The individual steps of the application form may be subject to your approval after completion by the candidate - check Manually approve completed data. If you do not tick this option, the next step will automatically be made available to the applicant after completing the step.

  • Click Save.

• Click on Edit the form to set the specific fields to be filled in by the applicants in the step.

  • Add another - Create a new element

    • Type: used to retrieve selected information from the prospect.Enter the Field Name and select the form in which you want to retrieve the information (e.g. text field, date field, selection of values, etc.). All options are described in the article below.

    • Text: used to supply text information to the prospect in the form and does not require any action by the prospect.

    • Title: this is a short highlighted text that can indicate, for example, a group of fields or text.

    • Select from library - if you have previously created field templates in Settings > Signups > Custom form fields, just add the element from the library you created.

    • Specify which fields are required of participants by checking Required.

    • Whenever you need to see how the steps you have created will be seen by prospects, click Form Preview.

      

      The added fields and their order are saved automatically. You can therefore return to the application details at any time and start working on the next steps.
      

      It is not possible to add a payment to the first step, it can only be added in the next, new step.

How to set additional steps and forms

• Click New Step to add another step.

• Form type - used for collecting data from prospects using fields or passing information to prospects using headings and text in the form that prospects will fill out, as described in Step 1.

  • Form: create new - you create a completely new form.

  • Form: copy from another signup = if you have already created a whole step in another application and you need the same step for a new application, just select from which application it should be copied.

  • Continue as in Step 1.

• Payment type - used to set up the payment required from prospects for the event.

  • Payment - Assign the payment group you previously created in Payments

    Payments

    The EOS platform allows you to create payment instructions for your members, record all incoming payments, generate payment receipts, create overviews and exports. All of this with integration to online banking for automatic payment matching from your account.

    

    This step will automate the collection of payments from external prospects as well. After the first step is completed by the prospect (and possibly confirmed by the application administrator), a prescription for payment (QR code and unique VS) is automatically generated and sent to the prospect. After payment, the transaction is automatically paired with EOS and a confirmation of payment is generated for the prospect.
    

    You can add any number of steps with any number of fields to the registration form.

How to get the registration form to interested parties

If the application is ready, just activate it - on the application overview, by clicking the switch in the Status column. You can pause or start the login option by clicking the Login switch.

At the moment, the application will be visible according to its settings - in the catalogue for members, for the public, or you can copy the public link to the application and share it on the website, social networks or send it to potential applicants:

• Open the details of a specific registration form > More > Copy link

• Choose whether you want a public link to the registration form or a link to the registration catalog for your members.

You can apply for registrations through the browser in the web version of the platform or in the public catalog (even on mobile). However, registrations and the catalog are not directly available in the mobile app.

If your registration is categorized under a category or subcategory, those categories/subcategories must also be active. Otherwise, the registration will not be visible to members or the public.

How to Work with Participants

Permissions and Access

To set up and edit the application, access to the module is required Singnups.